Concord Wealth Partners Spdr S&P 600 Small Cap Value E Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Concord Wealth Partners holds 4,478 shares of SLYV stock, worth $393,750. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,478
Previous 4,183 7.05%
Holding current value
$393,750
Previous $327,000 9.17%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$67.03 - $80.35 $19,773 - $23,703
295 Added 7.05%
4,478 $357,000
Q1 2025

May 02, 2025
SELL
$77.33 - $90.16 $8.57 Million - $9.99 Million
-110,791 Reduced 96.36%
4,183 $327,000
Q4 2024

Jan 23, 2025
SELL
$84.34 - $95.14 $798,025 - $900,214
-9,462 Reduced 7.6%
114,974 $10 Million
Q3 2024

Oct 24, 2024
BUY
$77.23 - $87.97 $418,895 - $477,149
5,424 Added 4.56%
124,436 $10.8 Million
Q2 2024

Jul 31, 2024
BUY
$76.01 - $82.53 $103,677 - $112,570
1,364 Added 1.16%
119,012 $9.32 Million
Q1 2024

Apr 30, 2024
SELL
$77.43 - $82.98 $712,588 - $763,664
-9,203 Reduced 7.25%
117,648 $9.76 Million
Q4 2023

Apr 30, 2024
SELL
$66.67 - $84.55 $615,297 - $780,311
-9,229 Reduced 6.78%
126,851 $10.6 Million
Q4 2023

Feb 05, 2024
SELL
$66.67 - $84.55 $615,297 - $780,311
-9,229 Reduced 6.78%
126,851 $10.6 Million
Q3 2023

Apr 30, 2024
BUY
$71.19 - $81.84 $657,012 - $755,301
9,229 Added 7.28%
136,080 $9.85 Million
Q3 2023

Oct 25, 2023
BUY
$71.19 - $81.84 $1.11 Million - $1.28 Million
15,642 Added 12.99%
136,080 $9.85 Million
Q2 2023

Aug 07, 2023
BUY
$71.23 - $78.02 $2.65 Million - $2.9 Million
37,206 Added 44.7%
120,438 $9.3 Million
Q1 2023

Apr 26, 2023
BUY
$72.3 - $86.64 $1.29 Million - $1.55 Million
17,865 Added 27.33%
83,232 $6.34 Million
Q4 2022

Jan 27, 2023
BUY
$68.86 - $79.8 $1.44 Million - $1.66 Million
20,858 Added 46.86%
65,367 $4.85 Million
Q3 2022

Nov 10, 2022
BUY
$67.14 - $82.32 $705,372 - $864,853
10,506 Added 30.9%
44,509 $2.99 Million
Q2 2022

Aug 04, 2022
SELL
$70.38 - $84.1 $95,364 - $113,955
-1,355 Reduced 3.83%
34,003 $2.46 Million
Q1 2022

Apr 20, 2022
BUY
$78.85 - $87.08 $26,651 - $29,433
338 Added 0.97%
35,358 $2.95 Million
Q4 2021

Jan 21, 2022
BUY
$80.48 - $90.28 $956,263 - $1.07 Million
11,882 Added 51.35%
35,020 $2.97 Million
Q3 2021

Nov 09, 2021
SELL
$78.25 - $86.49 $680,931 - $752,635
-8,702 Reduced 27.33%
23,138 $1.9 Million
Q2 2021

Jul 29, 2021
BUY
$80.72 - $89.85 $498,042 - $554,374
6,170 Added 24.04%
31,840 $2.73 Million
Q1 2021

May 13, 2021
BUY
$65.44 - $87.88 $1.46 Million - $1.97 Million
22,363 Added 676.23%
25,670 $2.11 Million
Q4 2020

Feb 16, 2021
BUY
$50.84 - $66.37 $168,127 - $219,485
3,307 New
3,307 $219,000

Others Institutions Holding SLYV

# of Institutions
615
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email